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Impact Partnership Wealth’s U-Haul Holding Co UHAL Stock Holding History

Impact Partnership Wealth’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31
Closed -$1.72K – 1209
2023
Q2 		$1.72K Buy
+31
New +$1.82K ﹤0.01% 711

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's UHAL Position: Q3 2023 in Review

Impact Partnership Wealth sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 31 shares — an estimated $1.72K sold.

Impact Partnership Wealth first reported a position in UHAL in Q2 2023 and held it in 1 quarter. The position peaked at $1.72K in Q2 2023. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Impact Partnership Wealth reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 31 U-Haul Holding Co shares in Q3 2023, an estimated $1.72K.
  • Impact Partnership Wealth first reported a position in U-Haul Holding Co in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's U-Haul Holding Co position peaked at $1.72K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.